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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-14 |
| FL | RA | APPROVED | 2009-06-26 |
Branch Locations
13720 6 Mile Cypress Pkwy Suite 1, Fort Myers, FL 33912 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fort Myers | FL | 08/2008 | Present |
| Raymond James Financial Services Advisors, Inc. | Fort Myers | FL | 01/2010 | Present |
| Wwfg Ventures | Fort Myers | FL | 08/2008 | Present |
(1)Name of Business: Citygate Church Address: 1735 Jackson Street\n, Fort Myers, FL, 33901, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review and approve finances of the church. Review and approve new expenditures outside of normal budget items. Any other financial matters that may arise. Serve on committee with several others. (2)Name of Business: Nadine Wilkes Address: 13720 Six Mile Cypress Pk, Fort Myers, FL, 33912, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 05/15/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Counseling with individuals and/or couples who are experiencing financial hardship. Mentoring and teaching with the application of biblical principles and budgeting tools. (3)Name of Business: Weinstein Wilkes Financial Group, LLC Address: 13720 6 Mile Cypress Pkwy Ste 1, Fort Myers, FL, 33912, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 08/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Branch Owner (4)Name of Business: WWFG Ventures Address: 13720 Six Mile Cypress Pk, Fort Myers, FL, 33912, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor, Partner Investment Related: Yes Start Date: 08/01/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-11 |
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